Notes From All Over, The Evening Edition -- November 5, 2019

 FANG: futures show this stock trading down 10%.

Canadian crude oil prices tumbling; Keystone (not the XL) pipeline shutdown due to leak. WSJ update.  Western Canadian Select (WCS) trades for $22/bbl less than WTI.

It's been worse. One year ago, November, 2018, the discount was an astounding $44.

Shale. "The drawdown is for real this time" -- HFI Research. Archived for future reference. At SeekingAlpha but will probably disappear behind paywall soon. Still using a) conventional oil metrics; b) the Red Queen analogy; and, c) rig counts. No mention of advantaged oil.

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Momentum stock: Walgreens Boots Alliance.

ND Supreme Court:

For those interested (I'm note): the link.

Under Trump's watch: the first trade surplus in petroleum in more than forty years helped the US post a lower trade deficit in September compared to August, 2019.

Futures: again, green. Amazing. Two of the three major indices closed higher today; the S&P 500 was down four points.

• BA: up 2%

Awkward: "The View" co-host Meghan McCain did not appear on set with Jane Fonda. I had forgotten what a/c John McCain was in when he was shot down -- the A4 Skyhawk.

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Nothing To Do With Anything -- I Just Felt In The Mood

I'll Play The Blues For You, Joe Bonamassa
It's funny ... when I play The Blues loud and and play it over and over I can take myself back to I-40 from Nashville to Knoxville, June, 1971. 

Reading (and re-reading for the umpteenth time), volume II of The Life of Graham Greene, 1939 - 1955, by Norman Sherry, c. 1994. My edition is signed by the author.

WWII. Cold War. Kim Philby. Vivien. Dorothy. Catherine.

Don't Pull Your Love, Hamilton, Joe Frank, and Reynolds